Kanban board
Move through status columns to see the work and the teammate responsible for each task.
Product
Give the next step a place to live.
A task keeps the customer, responsible colleague and due date together, so the follow-up is easy to find.
Choose Starter, Team or Business for your workspace.
Move through status columns to see the work and the teammate responsible for each task.
Explore the interface
Task list
The list keeps task status, due date and owner in the same row.
Task details
The contact, status, priority, owner and date are visible together.
Free resource: a customer request tracker for Excel, with owners and due dates
Make the next step clear to the team.
The task links back to the contact. Its status, priority, owner and due date describe the work without losing the customer it concerns.
- A linked contact for context.
- Status and priority for the work.
- An owner and due date for the follow-up.